Position in ACN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,625
-$20,955 QoQ
Shares Held
222
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,655
of 1,851 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $4,162,483 across 25 Information Technology Services names. ACN ranks #2 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
14,534 | $4,087,105 | |
| 2 | ACN |
Accenture plc
This page
|
222 | $27,625 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
250 | $9,720 | |
| 4 | SAIC |
Science Applications International Corp
|
69 | $7,618 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
209 | $5,404 | |
| 6 | G |
Genpact LTD
|
163 | $4,482 | |
| 7 | IT |
Gartner Inc
|
34 | $4,407 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
25 | $3,423 |
All Filings in ACN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,625 | 222 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,580 | 245 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $57,950 | 235 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $3,395,307 | 10,881 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,703,645 | 10,528 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,111,430 | 6,959 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,178,097 | 6,284 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,638,749 | 4,670 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||